Exporting Students from Pupil Records System

From your record system, produce a student report that shows the following information :

Surname & Firstname, Registration Group, Address (if required), Phone (if required), Admission Number, Medical Notes.

Export this report to a folder of your choice. Open this exported report in a spreadsheet package such as Excel, so that each piece of information is shown in a separate column, for example:

Leave this report on screen but minimise.

Importing Students

Now we need to IMPORT the students from the report produced above, into the Private Funds Manager.

Go to the last tab on the system – Setup and select Students.

Return to your Excel spreadsheet, leaving PFM running but minimised.

Highlight the name column(s) all the way from first to last student. COPY using CTRL C or Right Mouse Click - Copy.

Now go back to Private Fund Manager – into Setup tab, click in the Students Name column and choose Right Mouse Click - Paste.

This will paste all the student names into the first column.

Repeat for Registration Group, and if required address lines (although these are not essential).

Repeat for Admission number and medical notes, copying from Excel and pasting into PFM.

You can scroll up and down to check the entries.

Once complete SAVE DETAILS INTO DATABASE and tick the box bottom left that says Accept All Entries.

That’s is! Your students are on the system.